Sean Clary
“With over two decades in the financial industry, I've come to understand that true wealth management is about more than just the numbers; it's about building lasting relationships and crafting tailored strategies that reflect the unique goals and aspirations of each client. My commitment is to serve my clients with the same dedication and integrity that I learned in the United States Marine Corps. Ooh-Ra!”
- Sean Clary, Senior Vice President at Integrity Point Advisors
My Story
Sean Clary is Vice President of Wealth Management at Integrity Point Advisors, bringing his extensive experience and client-centered approach to this dynamic role. With a track record of over 23 years in brokerage and portfolio management, Sean has honed his ability to develop personalized wealth management strategies that cater to the unique needs and aspirations of his clients. His expertise lies in cultivating strong client relationships and delivering tailored investment solutions by harnessing the robust offerings of Integrity Point Advisors.
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Sean's financial acumen was significantly shaped by his tenure at TD Ameritrade, which he joined in 1999. There, he expanded his market insight and demonstrated his prowess in portfolio asset allocation, managing assets in excess of 600 million dollars and consistently providing outstanding client service.
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Holding the Series 7, 9, 10, 63, and 66 licenses, Sean is well-equipped with the necessary qualifications to navigate the complexities of the financial landscape. Based in Melville, Long Island, he enjoys a fulfilling family life with his wife Connie and daughter Malia. Sean's dedication and discipline are further underscored by his proud service in the United States Marine Corps, a testament to his commitment and tenacity. Ooh-Ra!
Contact
I'm always looking for new and exciting opportunities. Let's connect.
516-761-9075